Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Workflow best practices
Author: Roman Agaev
Date: Monday, May 14, 2007
Version: 1.0
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Contents
1 Abstract..................................................................................................................... 4
.......
2 Workflow process.........................................................................................................6 ...
2.1 Workflow process diagram window................................................... .................6
2.2 Workflow process properties.......................................................... .....................9
2.3 Workflow process instance properties................................................... ............10
2.4 Triggers for invocation.................................................................................. 10 .....
2.4.1 Run Time Events...................................................................................12 ..
2.4.2 Database triggers............................................................................... 12 ......
2.4.3 Scripting................................................................................. .................13
2.5 Using workflow......................................................................................... .........14
2.5.1 Workflow work modes................................................... ........................14
2.5.2 Useful Business Services.......................................................... ..............16
2.5.3 Design example................................................................................ 17 .......
2.5.4 Workflow simulation........................................................... ...................24
2.5.5 Workflow deployment.......................................................... ..................28
2.6 Asynchronous invocation............................................................................. 31 ......
2.6.1 Logging paradigm........................................................................ ...........31
3 Workflow policy........................................................................................................ 32....
4 Workflow action.................................................................................................. ..........33
5 Workflow program......................................................................................... ...............33
6 Workflow Process Manager Component....................................................... ...............34
7 Conclusion.......................................................................................................
..............35
7.1 Discussion............................................................................. .............................35
8 Appendixes....................................................................................................................35
9 Indexes.................................................................................................................
..........36
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Tables
Table 1-1: Functional implementation decision points.......................... ..........................5
.
Table 2-2: Useful Business Services..........................................................................
......16
Table 2-3: Design of new Workflow Process (example)................................................. 17
Table 2-4: Workflow steps names (example)................................................. .................19
Table 2-5: Workflow's Siebel operatio step's properties values (example)..................20
n
Table 2-6: Workflow's Siebel operatio step's values fro new entry (example).............22
n
Table 2-7: Workflow's interactive step properties values (example)..............................23
Table 2-8: Workflow connector's cond ition definition................................................. ...23
Table 2-9: Simulation of new Workflow Process (example)..........................................24
Table 2-10: Workflow deployment (example)...............................................................28
.
Figures
Figure 1-1: The workflow diagram example (Verify Order/Quote).................................4
Figure 1-2: Workflow development and deployment lifecycle........................................6 .
Figure 2-3: The Workflow process diagrma window with predefined steps capability...7
Figure 2-4: Workflow decision point's condition criteria definition.................................8
Figure 2-5: The example of Workflow's Stop step................................................ ............9
Figure 2-6: Standard Workflow Processproperties example.........................................10 .
Figure 2-7: Expression Workflow Process property example ........................................10
.
Figure 2-8: Workflow by script execution (server side).............................................. ....11
Figure 2-9: Workflow policy concept architecture................................................... .......13
Figure 2-10: Workflow building blocks..........................................................................14
Figure 2-11: New Workflow creation (example)...........................................................18
.
Figure 2-12: Workflow steps creation (example).............................................
. ..............19
Figure 2-13: Workflow steps and its descriptive names (example)................................20
Figure 2-14: Workflow's Siebel operation step definiton (example)..............................21
Figure 2-15: Workflow's Siebel operation definition cont. (example)............................22
Figure 2-16: Workflow's Siebel operation definition cont. (example)............................23
Figure 2-17: Workflow's connector defini ion (example)..............................................24
t .
Figure 2-18: Prior simulation activity debugging options definition (example).............25
Figure 2-19: Workflow's prior simulation properties population (example)..................26
Figure 2-20: Workflow \"Wait for simulation in progress\" dialog box (example)..........26
Figure 2-21: Workflow's simulation view (example)............................................ ..........27
Figure 2-22: Workflow's simulation completion (example)...........................................28
Figure 2-23: Workflow's deployment (example)....................................................... ......29
Figure 2-24: Workflow's deployment view (example)...................................................30.
Figure 2-25: Deployed workflow activation (example)........................... ......................30
.
Figure 2-26: Workflow's Run Time Events reload (example)........................................31
Figure 3-27: Workflow Policy architecture ...................................................
..................33
Figure 5-28: Workflow Policy Program supported types...............................................33 .
Figure 5-29: Workflow Policy Program definition........................................................34
.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
1 Abstract
The main aim of the document is best workflow practices description and trying to
route future implementation via the best way of such a capability usage.
Generally workflow is declarative way of system programming when it includes all
possibilities for common Siebel features invocation like Business service methods,
Siebel internal operations, Inline expressions. The workflow framework provides a
powerful way of process design and implementation handling when in fact manages
common memory and instruction area for the process evaluation, the memory area
allows usage of common parameters across the workflow process instance. The
parameters handled as properties within the inbound propertyset of workflow wrapping
business service invocator like Workflow Process Manager or EAI Business Integration
Manager.
The powerful side of workflow in some circumstances may become a disadvantage
because of conceptual problem that assembles in terms of process finite property and as
consequence potential discontiguity to a cross system processes.
The workflow must be considered as capability of sophisticated processes orchestration
rather than used as simple cases like field update handler.
Figure 1-1: The workflow diagram example (Verify Order/Quote)
The following table provides common decision point for evaluation of further
implementation step implementation. In fact Siebel allows several approaches when
dominant ones are common scripting (browser/server side) within several Siebel's
architecture elements: Application, Applet, Business component, Business service and
Workflow processing (interactive, service, long-running, 7.0 compatible).
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Table 1-1: Functional implementation decision points
Type Description When Useful Limitations
Workflow • Kind of step in a • Need a simple • Conditional
Decision Step Workflow that articulation of expressions lack
arbitrates between whether one or more support for some key
one or more alternative actions in operators including:
alternative branches flow should be taken o AND
in a flow o OR
• Each branch out of o Order of
decision step has precedence control
one or more (such as parentheses)
conditions – if all
evaluate to TRUE
for the branch the
flow will continue
down the branch
Scripted • Script within a • Workflow decision • Undermine
Business business service step semantics not readability and
Services Action step that sufficiently simplicity of
evaluates a expressive to workflow by hiding
potentially complex encapsulate decision logic within a
set of inputs and criteria service
returns a simplified
output that can be
evaluated by a
workflow decision
step
Other Other rule
Specialized frameworks that
Rule may be leveraged
Frameworks directly or indirectly
by a workflow
o Personalization
Rules
o Assignment Rules
The following figure shows common Workflow Process lifecycle:
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 1-2: Workflow development and deployment lifecycle
2 Workflow process
The workflow process consists of several parts: Workflow process diagram window,
Workflow process propertie and Workflow process instance properties.
s,
2.1 Workflow process diagram window
The Workflow process diagram window in fact enables to create a workflow using
predefined and bounded step definitions. The following figure shows the Workflow
process diagram window with every predefined capability.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-3: The Workflow process diagrma window with predefined steps capability
 Start – the step indicated the workflow start/entry point. At this point all of the
process instance properties are populated.
 Business Service – the step allows execution of every possible method within
every predefined Business Service. The attention needs to be paid in case of
usage cacheable services thanks to disability of service reload during the
workflow session. The issue leads to possible non adequate call to desired
Business Service method within the workflow instance1.
 Decision Point – the step allows standard decision capability when evaluates
expressions of outbound Connectors connected to it. The following figure
shows the simple decision point definition.
1
The situation may take a place in case of trying to execute several methods of the same cacheable
Business Service during the same Workflow Process session
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-4: Workflow decision point's condition criteria definition
 Sub-process – the step encapsulates the sub process invocation. Every sub
process like its originator allows predefined and bounded list of potential
workflow steps. Potentially every workflow may be an origin of hierarchical
invocation. The possible problem may be encountered when this ability will be
abused and over stack error will be raised up thanks to disability of system to
handle a numerous number of started workflow instances within the same leaf
of processing. The sub process invocation supports inbound and outbound
properties thanks it's wrapping mechanism that provides an ability of usage non
predefined data structure of potential inbound and outbound information.
 Siebel Operation – the step allows an update, insert, and query operation over
the Business Component fromthe context defined by Busines Object chosen
s
within the Workflow Process properties. The update operation may handle
single update as well as multiple one.
 User Interact – the step provides an ability of user server side redirection to the
predefined view based on Business Component from within context defined by
Business Object property of workflow definition. Such Business Component
may be searched by any internal Siebel operation step of by provision Object Id
property at the beginning of process instaciation2.
2
The option is possible only within the interactive mode workflow
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
 Wait – the step allows suspending process execution by predefined period of
time.
 Stop – the step allows termination of process and in some circumstances may
raise an error that led to this behavior.
Figure 2-5: The example of Workflow's Stop step
 End – the step indicates the last step within the workflow process instance. The
step may not be executed in some circumstances when the Workflow Process
instance was terminated or got an error and has proceeded via exception route to
a Stop step within the workflow definition.
 Connector – the branch enables connectivity between the steps within the
process. The connector can be raised up according some condition like
predefined custom or existed method over the business component firing. This
operation supported by Run Time Events mechanism3.
 Exception – the branch enables handling of errors that can occur within
executed steps. The attention needs to be paid for cases when within the custom
methods of Business Service try, catch paradigm has been used. The exception
can help with handling different edge cases within the process execution.
2.2 Workflow process properties
Workflow process properties are set of predefined values that cannot be changed during
Workflow Process lifetime. The key properties are:
 Auto Persist – allows saving of workflow state credentials regarding the values
of Persistence Frequency and Persistence Level properties. Mostly usable
during development stage and allowed over any workflow mode except the
Service mode.
 Workflow Mode – the number of supported modes bounded by following list:
Service, Interactive, Long Running, and 7.0 Compatible.4
3
The mechanism allows usage of application triggers using simple concept of event participation.
4
In workflows with long running mode the \"Auto Persist\" property became to be very important thanks
to fact, that this functionality allows resuming from its suspension. For further information please refer
to appendixes section of the document.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
 Business Object – allows using Siebel operation steps when creates a
background context according the definition of the Business Object.5
 Persistence Frequency – allows persistence mechanism of workflow processes
 Persistence Level – determines the level of persistence: Current Step, All Steps.
2.3 Workflow process instance properties
Workflow process instance properties exist during all its session. The properties in fact
can be of the following data types: String, Binary, Date, Number, Hierarchy, and
Integration Object when those types supported by workflow's invocator (Business
Service). The properties can be propagated towards the workflow instance using Inputs
argument (Propertyset) of Workflow Process Manager Business service's method
(InvokeMethod). The attention needs to be paid in case of Hierarchy or Integration
Object data types, when in those cases the information stored not in inline properties of
Inputs object, but as its chain connected children6.
The following figure shows the way of properties definition:
Figure 2-6: Standard Workflow Process properties example
Figure 2-7: Expression Workflow Process property example
2.4 Triggers for invocation
There are several ways of Workflow execution7:
 Script – the execution using Workflow Process Manager or EAI Business
Integration Business services8.
5
The most useful and needed property within the workflow definition and design, because its usage
allows effective work on Siebel business layer within the workflow without actual scripting.
6
The propertyset within the Siebel system is the most sophisticated data type. This data type supports
its serialization/deseriazation using internal Siebel's XML parser - XML Converter Business service.
7
Not every possible ways of execution enumerated here, but the most usable.
8
The execution may be three different kinds: synchronous within the application object manager
instance main thread, synchronous within the workflow process manager instance separated thread,
asynchronous within the workflow process manager instance separated thread.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-8: Workflow by script execution (server side)
 Run Time Event – the execution using run time events definition. This kind of
execution uses workflow's connector branch as source of run time event9.
 Workflow Action – the execution using predefined Workflow Policy program -
Run Workflow Process
 Signal – the execution using the wrapping mechanism used within the Order
Management for orchestration of several Workflow processes together.10
 Component job – the execution directly by appropriate component. This kind
of execution may be used for background processes.
 URL – the execution by Siebel's application URL plus appropriate parameters.
 User Properties – the silent execution by underlied Business Component's
class. For example: Modify of installed Assets.
The most typical ways of workflow execution are: Scripting, Run Time Events,
Workflow Policy program.
2.4.1 Run Time Events
The concept says that there are events within several Siebel system elements and there
is an ability of participation on those events. The following Siebel system elements
publish events: Application, Applet, and Business Component.
9
The meaning is that definition of connector's condition populated by process method name coming
from within the applet definition and propagated by its Business Component.
10
Fir further information please refer to Order Management Administration guide within Siebel
bookshelf
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Run-time events allow the Siebel application to respond in real time to user actions.
Run-time events can be specified in the branches for Start, Wait, or User Interact steps
to start or resume a workflow process. The fields in the WF Step Branch applet that are
used to define a run-time event are the following:
 Event Object Type
 Event Object
 Event
 Sub Event
 Event Cancel Flag
When defining run-time events within a workflow process, a run-time event should not
be repeated. You cannot use the same event more than once within a workflow process.
Run-time events can be used for workflows that run within a user session. For
workflows that span across multiple users—long-running workflows—use user events
instead.
Run-time events should not be used to trigger long-running workflows because a run-
time event is specifically attached to a single user and a single session. A run-time
event is only for that single user, as it stems from Personalization functionality. Instead
use an interactive workflow or a service workflow to handle the run-timeevent, then
after processing it and validating it, generate a user event to notify a long-running
workflow11.
2.4.2 Database triggers
The concept says that instead of using direct participation for an application event the
mechanism of database triggers and their results monitoring may be proposed as
alternative solution for the same functionality like application triggers do but using
indirect way of invocation.
The whole concept consists of: Workflow Policy, Workflow Action, Workflow
Program definitions and Workflow Agent, Workflow Monitor, Workflow Process
Manager (or EAI Business Integration Manager) server components.
The following figure shows high level of concept architecture:
11
User events can be generated anywhere in the Siebel enterprise (wherever a Siebel business service is
used) by calling the Workflow User Event business service. The Workflow User Event business service
is used for one-way communication from the run-time client to the Workflow Process Manager server
component.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-9: Workflow policy concept architecture
The supported database triggers are: after insert, after update.
The script of those triggers creates entries within S_ESCL_REQ table which is
monitored by Workflow Monitor or Workflow Action agents. In case of policy
definition satisfaction against the current system state the entry in S_ESCL_ACTION
created and appropriate Workflow Programexecuted. In case of workflow being
created with duration the S_ESCL_LOG table used as information hol er before the
d
actual execution time.
2.4.3 Scripting
The workflow can be executed from within the script. The script can be written within
the Siebel system in the following places:
 Server Side:
 Application
 Applet
 Business Component
 Business Service
 Browser Side:
 Application
 Applet
 Business Component
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
 Business Service (the usage of browser script within the business service
in some circumstances difficult for maintenance)
The execution may be done by the following Business services:
 Workflow Process Manager
 Workflow Process Manager (Server Request)
 EAI Business Integration Manager
 EAI Business Integration Manager (Server Request)
 Asynchronous Server Requests12
2.5 Using workflow
The sight over the workflow building blocks:
Figure 2-10: Workflow building blocks
2.5.1 Workflow work modes
The Workflow Process defines several modes of its work: Interactive, Service, Long
Running, and 7.0 Compatible.
 Interactive – An interactive workflow is used for controlling user navigation
between screens and across views. An interactive workflow is comprised
primarily of a set of user interact steps, and usually includes a runtime event.
NOTE: An interactive workflow can run only in the context of a user session; it
cannot run in the Workflow Process Manager server component. Interactive
workflow processes can be controlled through the use of a synthetic event
attached to explicit user interface buttons. A synthetic event is a specialized run-
time event that is dedicated to controlling workflow navigation. Examples of
12
The attention needs to be paid for a right dot notation within the argument population definition
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
synthetic events include Suspend, Resume, Next, and Back. Associated with
buttons on the user interface, these synthetic events are interpreted by the
Workflow engine to control workflow navigation by moving the user back or
forward, and by suspending or resuming a workflow process.
 Service – A service workflow process is a transient workflow. That is, it runs to
completion in a short period of time, all at once without stopping or pausing for
any other event or activity. A service workflow process cannot wai, not for run-
t
time events, and not by pausing for time. A service workflow process cannot
have user interact steps. A service workflow process can be part of any other
type of workflow process as a subprocess. A service workflow process executes
a set of operations upon invocation of an event. One example of a service
workflow is a workflow for sending an email.
 Long Running – A long-running workflow process is a persistent workflow
that can last for hours, days, or months. An example of a long-running
workflow process is an approval process that send an order to an external
s
system such as SAP, and then waits for a response. When building long-running
workflow processes, use user events and not run-time events to trigger
processes and resume instances13.
 7.0 Compatible - The 7.0 Flow workflow process mode provides backward
compatibility for existing Siebel 7 (pre-7.7) workflows. If you have existing
workflows and you upgrade to Siebel 7.7, these existing workflows become 7.0
workflows by default. You should categorize all new workflows as service,
interactive, or long-running. If no mode is specified for a workflow process, the
mode is assumed to be 7.0 Flow. It is strongly recommended that you not use
the 7.0 Flow mode for new workflow processes you create. As you create new
workflow processes, make sure to specify a workflow process mode (other than
7.0 Flow) so that 7.0 Flow is not assumed as the default mode.
2.5.2 Useful Business Services
The following table shows useful Business Services within the Siebel system:
Table 2-2: Useful Business Services
Business Service Description Methods
FINS Data Transfer Allows you to transfer data from • DataTransfer
Utilities source BC to a destination BC • GetActiveViewProp
without script. • QueueMethod
13
User Events created using Workflow User Event Business service.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Business Service Description Methods
• TryMockMethod.
FINS Validator Validate data based on predefined • Validate
rules. It is developed through
Application Administration and
not script. Also, supports custom
messages.
FINS Dynamic UI Allows creating and rendering of • AddRow
Service read-only views with a single • DeleteRow
read-only applet based on user • SetViewName
input. Administered through
admin views and not script.
Outbound Automates sending notifications • CreateRequest
Communications via fax and emails to contacts and • SendMessage
Manager employees. • SendSmtpMessage
• SubmitRequest
Synchronous Automates assigning objects by • Assign
Assignment using Assignment Manager rules.
Manager Requests
Server Requests Allows sending of generic • SubmitRequest
requests to the request broker. It • CancelRequest
can send it in three different
modes: asynchronous,
synchronous, or schedule mode.
(Example, call a workflow but
need to be asynchronous request)
Report Business Automates sending, scheduling, • ExecuteReport
Service printing, saving, emailing reports. • DelOne
Also, automates administrative • DownloadReport
tasks such as synching new users. •GrantRoleAccess2Report
•GrantUserAccess2Report
• PrintReport
• RunAndEmailReport
• ScheduleReport
• SyncOne
Asynchronous Allows asynchronous requests for • SubmitRequest
Server Requests every server multi threaded • CancelRequest
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Business Service Description Methods
component. The parameters of
those requests passed using Siebel
dot notation and stored in
S_SRM_DATA table (in case of
usage this kind of component
execution the Workflow policy
usage must be considered)
EAI XSLT Service Allows XSLT interpretation. • Transform
Supports parameters injection.
Doesn't support custom functions
within XSLT.
EAI Java Business Allows external Java package
Service wrapping and usage of the Java
code instead of Siebel native code
for handling methods within the
Business service
2.5.3 Design example
In this section you will create a new workflow process that creates an activity plan on
an opportunity record and then navigates the end-user to a view to display the new plan.
Table 2-3: Design of new Workflow Process (example)
Step Summary
1 Lock the Oppty (SSE) project
2 Create a new workflow process
3 Add steps to the workflow process
4 Configure the Siebel Operation step
5 Configure the User Interact step
6 Complete the End step
 Open Siebel Tools and lock the project, Oppty (SSE).
 Using the Siebel Tools Object Explorer, locate the Workflow Process objects
and create a new record with the following properties: Name = Create Plan,
Business Object = Opportunity, Workflow Mode = Interactive Flow, Project =
Oppty (SSE)
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-11: New Workflow creation (example)
 Open the workflow process designer by right-clicking on the new row and
choosing Edit Workflow Process. Drag the following objects from the Palette to
the Designer:
 Start
 Siebel Operation
 User Interact
 End
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-12: Workflow steps creation (example)
Now you will give each step a meaningful name. Select each step and change its name
as follows:
Table 2-4: Workflow steps names (example)
Step Name
Start: <Id> Start
Siebel Operation: <Id> Add Activity Plan to Oppty
User Interact: <Id> Display Activity Plan
End: <Id> End
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-13: Workflow steps and its descriptive names (example)
 Select the Siebel Operation (Add Activity Plan to Oppty) step in the Designer.
You need to instruct the workflow about what operation you want t perform
o
(for example, query, insert, or update) and which business component to use for
the operation. Using the Properties Windows or WF Steps applet, set the
following attributes for the step:
Table 2-5: Workflow's Siebel operation step's properties values (example)
Property Value
Business Component Activity Plan
Operation Insert
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-14: Workflow's Siebel operation step definiton (example)
When you perform an Insert operation on a business component, you must supply a
value for any required field in the bus
iness component. In particular, to insert a new
Activity Plan, you must provide the name of the Activity Plan template. Select the
Siebel Operation Step (Add Activity Plan to Oppty) step and right-click to display the
menu. Note there are three choices at the bottom of the menu for configuring a Siebel
Operation step. Choose the Show Fields option from the menu.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-15: Workflow's Siebel operation definition cont. (example)
Notice that the WF Steps applet was replaced by the Input Arguments applet. Add a
new record to the Inputs Argument applet.
Table 2-6: Workflow's Siebel operation step's values fro new entry (example)
Field Name Type Value
Template Literal Any valid activity template
name. For HOR 7.7,
Introductory Sales Call.
For SIA 7.7, Consumer
Account Approval.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-16: Workflow's Siebel operation definition cont. (example)
 Now you can configure the User Interact step to display a view. Select the User
Interact (Display Activity Plan) step. Using the Properties Window or the WF
Steps applet, set the following:
Table 2-7: Workflow's interactive step properties values (example)
Property Value
User Interact View Opportunity Activity Plan
 Now you must tell the workflo what event will denote the end of the User
w
Interact step. For example, you might want to wait for the user to enter
additional data before continuing in the workflow. For this example, you want
to wait for the user to make and save a change to the Activity Plan record.
Select the Connector between the User Interact and End steps. Use the WF Step
Branch applet to set the following properties for the branch:
Table 2-8: Workflow connector's condition definition
Property Value
Type Condition
Event Object Type BusComp
Event Object Activity Plan
Event WriteRecordUpdated
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-17: Workflow's connector definition (example)
Now that you have finished configuring the workflow, you will validate it for
correctness. Right-click inside Designer and choose “Validate…” from the menu. When
the Validation dialog opens, press Start. If any error is reported, follow the instructions
to fix it and repeat the validation until no errors are reported.
2.5.4 Workflow simulation
In this section you will test the new workflow process using the Simulator.
Table 2-9: Simulation of new Workflow Process (example)
Step Summary
1 Verify Debug Options for launching the Simulation Client
2 Set a process property for the Opportunity Id
3 Launch the Simulator
4 Step through the workflow using the Watch Window to monitor status
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-18: Prior simulation activity debugging options definition (example)
Confirm that the Debug Options are correct by launching a test client using the F5 key.
 Navigate to the Opportunities List view in the session and get the row-id of one
record.
Return to Siebel Tools and right-click the Workflow Designer and choose Show
Process Properties from the menu. Note that the bottom applet now displays the WF
Process Props. Because this workflow is based on the Opportunity Business Object and
attempts to add an Activity Plan to an existing opportunity, you need to specify an
opportunity row-id for the simulation. Find the Object Id process property in the li t
s
applet and set its default value to the Opportunity row-id found in the prior step.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-19: Workflow's prior simulation properties population (example)
 Close any running Mobile Client sessions now. You will not be able to use the
Simulator if there are running sessions. Confirm there are no Siebel Client icons
in the Task Bar before continuing.
Right-click the Workflow Designer and choose Simulate from the menu.
Click the Start button at the top of the Simulation applet. This will launch the Mobile
Client executable. Wait for the Simulation In Progress dialog box to appear.
Figure 2-20: Workflow \"Wait for simulation in progress\" dialog box (example)
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
 Alt-tab to return to the Tools session. To make the session easier to use, you
may wish to hide the Object Explorer and Properties Window. You may also
wish to resize the Tools window so it not does cover the full display
Figure 2-21: Workflow's simulation view (example)
If the Watch Window is blank, right-click the Simulation applet and choose Watch
Window from the menu. This will refresh the display. Click the Next Step button to
move between the steps.
After the Opportunity Activity Plan View is displayed in the Mobile Client, note that
you cannot reach the End step by pressing the Next button. Since you specified a
condition on the branch you must satisfy the condition before reaching the End step.
Therefore, using the Mobile Client session make and save a change to the Activity Plan
BusComp (for example, change the Planned Start Date or Description).
Press Alt-Tab to return to Siebel Tools and click Next to complete the End step.
When the last step is reached, the mobile client will display a dialog box reporting
\"Simulation terminated! Pleasecheck the watch window for details.” Acknowledge the
message and Alt-tab to return to Siebel Tools. Review the status field in the Watch
Window
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-22: Workflow's simulation completion (example)
2.5.5 Workflow deployment
Now you are ready to deploy and activate the workflow. These steps are required before
the new workflow can be called in the Runtime client.
Table 2-10: Workflow deployment (example)
Step Summary
1 Deploy the workflow from Tools
2 Activate the Deployed Workflow in the Runtime Admin Client
3 Enable Monitoring in the Runtime Admin Client
4 Reload Runtime Events in the Runtime Admin Client
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-23: Workflow's deployment (example)
 Launch the Runtime Administration Client using a short-cut or the F5 key.
Connect using SADMIN or an equivalent admin account. Using Site Map,
navigate to Administration-Business Process > Workflow Deployment. This
will display the following view:
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 2-24: Workflow's deployment view (example)
Query for the Create Plan process in the top applet named Repository Workflow
Process. One row should be returned. Click the Activate button in the top applet.
Now query for Create Plan in the lower applet. One row will be returned for every
version that was activated for the process.
Figure 2-25: Deployed workflow activation (example)
 In the lower applet named Active Workflow Process, set the Monitoring-Level
to 4-Debug. Now you can verify that a runtime event was created for this
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
workflow. Using Site Map, navigate to Administration – Runtime Events >
Events.
 From the applet menu, choose Reload Runtime Events. Query for the method
you are using to invoke the workflow (Subevent =
EventMethodCreateActivityPlan). It should return one row.
Figure 2-26: Workflow's Run Time Events reload (example)
2.6 Asynchronous invocation
One of the strongest capabilities of Siebel Workflow Processing is an ability of
asynchronous invocation. An invocation triggered by appending a new entry within
S_SRM_REQUEST table using Asynchronous Server Requests business service.
The invocation became to be much sophisticated when allows propagation different
types of parameters for a workflow (or business service). The parameters propagation
handled using S_SRM_DATA table, when Siebel system manages this table and opens
as much as needed new entries in order to handle all of propagated information
2.6.1 Logging paradigm14
The monitoring of asynchronous processes not easy, but here we have a paradigm that
uses database table as storage for potential component jobs thereby the monitoring
became to be possible using database triggers.
Siebel system provides powerful mechanism of database triggers administration using
Workflow Policy, Workflow Action, and Workflow Program definitions in addition to
Generate Triggers, Workflow Monitors, and Workflow Action server components.
Generally the way logging can be described by following emphasizes:
 Create an appropriate Workflow Policy Object
 Create an appropriate Workflow Policy Column
14
Paradigm - an abstract basic structure, of some tenure, in which knowledge is related within a given
realm.
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CRM Senior Consultant 10/11/2008
 Attach those columns to a previously created Workflow Policy Object
 Create an appropriate Workflow Policy Program
 Check in your created objects to a server
 Create an appropriate Workflow Policy
 Create an appropriate Workflow Policy Action
 Associate previously defined Workflow Policy Program to a Workflow Policy
Action
 Associate that Action to a previously defined Policy
 Run Generate Triggers server component's task with option of existed triggers
deletion
 Run Generate Triggers server component's task with option of new triggers
creation according their defini ion within Workflow Policy administration.
t
3 Workflow policy
Workflow Process and Runtime events ensure most events are captured at the business
layer logic level. However there are business scenarios where the Workflow Policy
Manager would be the best alternative. Workflow Policy Manager ensures business
logic is captured at the data layer of Siebel architecture. Some examples of such
scenarios would be when bulk data uploads happen via EIM or Data Quality cleaning
happens in the data layer.
The Workflow Policy mechanism based on usage of several elements within the Siebel
system environment:
 Database – S_ESCL_REQ, S_ESCL_ACTION, S_ESCL_LOG plus triggers
based on definition from Workflow Policy administration views within the
Siebel application.
 Administration – Workflow Policy Group, Workflow Policy, Workflow
Action, Workflow Program, Workflow Policy Object, Workflow Policy
Column.
 Server components – Workflow Monitor Agent (working simultaneously only
on one Workflow Policy Group)15, Workflow Action Agent (working
simultaneously only on one Workflow Policy Group).
15
The approach supports the work without the Workflow Action Agent, but the solution that includes
Workflow Action Agent potentially more scalable, because those components may be resided in
different places within the Siebel enterprise.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
Figure 3-27: Workflow Policy architecture
4 Workflow action
The Workflow Action represents definition of action which is coming as consequence
of Workflow Policy (database trigger) conditions fulfillment, the action provides an
ability of Workflow Program execution.16
5 Workflow program
The Workflow Program defines program of execution in order to fulfill exact
requirement within the Workflow Policy definition. For those purposes Workflow
Program provides several types:
Figure 5-28: Workflow Policy Program supported types
The most significant in many cases DB Operation and Generic Request Server types,
when DB Operation allows immediate operation over the running data source and
Generic Request Server allows running server component task on the application
server.
16
The check of conditions may occur immediately or within the time mentioned by Duration property
of Workflow Policy.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
The following figure shows the Workflow Policy Program that allows workflow
execution:
Figure 5-29: Workflow Policy Program definition
6 Workflow Process Manager Component
Workflow processes can be executed in the background us the Workflow Process
ing
Manager Server component. The Workflow Process Manager Server component is
configured and optimized to run the Workflow ProcessManager Business service. The
Workflow Process Manager Server component acts as the object manager to run
workflow processes, including all application logic within the workflow process. The
Workflow Process Manager Server components act as the application object manager to
run workflows. The Workflow Process Manager Server components are specialized
server components configured and tuned to run workflow processes. Like all server
components, the Workflow Process Manager Server components provide a multi-
threaded environment. The Workflow Process Manager uses the Siebel Object Manager
framework and runs workflows as a business service. The Workflow Process Manager
hosts the Business Object layer and the Data Object layer. It is a scalable architecture
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
with the ability to run multiple object managers and multiple tasks for each object
manager17.
7 Conclusion
The Workflow Processing provides a powerful framework for handling many different
types of functionality starting from regular Siebel System operations and finishing by
sophisticated EAI operations across the environment.
The Workflow Processing framework supports SOA approach. This support helps
within certain processes where the process defined and designed as custom service
which experiences almost no environment influence and become to be a difficulty in
another certain occurrences where the process cannot be separated totally from the
same environment influences.
This statement leads to understanding that workflow provides an ability to create a
stand alone process that gets the input arguments by value perform its activity and
return an output parameters also by value18. In any case the workflow generally will
encapsulate entire process (or its sub process) within itself.
7.1 Discussion
Considering above point Workflow Processing very useful in EAI processes, cause it
suits very well the concept underlies Web Services, HTTP Request, Instant Messaging
by JMS, MQSeries19 etc.
On other hand its usage problematic when it executed as response on some Siebel
system element's event, because in this case its execution may be influenced from
previously executed functional points or on other hand influence other functio points
nal
by its results.
8 Appendixes
 \"Siebel Business Process Designer Administration Guide\", book of Siebel
Bookshelf
 \"Integration Platform Technologies: Siebel Enterprise Application Integration\",
book of Siebel Bookshelf
17
The name Workflow Process Manager refers to both the Workflow business service (referred to as
the Workflow engine) and the workflow server components
18
During process activities the changes within system data source may be done as well as changes of
different global parameters
19
The processes for example: Submit Order, Modify Asset, Ungroup Order Items etc.
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Roman Agaev IBM Israel
CRM Senior Consultant 10/11/2008
F:\\Work Issues\\
WIND\\Infrastructure\\technote
 \"Technical Note 581 : Siebel 7.7 Workflow\", article of Siebel ( )
 \"Workflow on the fly monitoring solution\", essay of Roman Agaev ()
9 Indexes
5......................................................Rule
. 9, 14, 15..........................Compatible 7.0
11..................................Run Time Event 4, 12, 13, 14.................................Applet
.
9, 11, 12, 31................Run Time Events 4, 12, 13, 14, 16, 35.............Application
5, 11........................... ...................Script
. 4.............................Business component
7, 9, 14, 15, 16, 17......................Service 8, 10, 18, 25, 34............Business Object
8, 17, 18, 19, 20, 21.....Siebel Operation 4, 10, 15, 17, 34............Business service
11................................................ Signal
... 7, 9, 10, 13, 14, 16, 17. Business Service
4, 5, 6, 7, 8, 9, 10, 11, 12, 13,..workflow 12, 32.......................... .............Database
.
14, 15, 16, 17, 18, 20, 23, 24, 25, 28, 33......................................DB Operation
30, 31, 34, 35 4, 6.............................................diagram
.
1, 4, 5, 6, 7, 8, 9, 10, 11, 12,...Workflow 4,......EAI Business Integration Manager
13, 14, 15, 17, 18, 19, 20, 21, 22, 23, 13, 14
24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 32......................................................
EIM
34, 35, 36 31, 32.........................Generate Triggers
13, 31, 32....................Workflow Action 33......................Generic Request Server
4, 10, 11,....Workflow Process Manager 9, 14, 18.................................Interactive
12, 13, 14, 15, 34, 35 9, 14, 15...........................Long Running
4............................Workflow processing 4, 11...................................orchestration
.
13, 31, 32, 33...........Workflow Program 9, 10......................................Persistence
.
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